Edge Financial Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Edge Financial Advisors’s Portfolio DUHP Stock Details DUHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$10.1M	Buy	265,613 +11,937	+5%	+$452K	4.25%	4
2025 Q3	$9.58M	Buy	253,676 +16,997	+7%	+$623K	4.29%	4
2025 Q2	$8.43M	Buy	236,679 +39,352	+20%	+$1.31M	4.44%	4
2025 Q1	$6.54M	Buy	197,327 +116,611	+144%	+$4.01M	4.13%	7
2024 Q4	$2.73M	Buy	80,716 +9,155	+13%	+$317K	2.44%	6
2024 Q3	$2.44M	Buy	71,561 +8,483	+13%	+$278K	2.16%	10
2024 Q2	$2.02M	Buy	63,078 +29,816	+90%	+$927K	2.09%	9
2024 Q1	$1.06M	Buy	+33,262	New	+$997K	0.94%	34

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Edge Financial Advisors's DUHP Position: Q4 2025 in Review

Edge Financial Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 4.7% in Q4 2025, buying an estimated $452K and bringing the position to 265,613 shares worth $10.1M. The position accounts for 4.25% of the portfolio, ranked #4.

Edge Financial Advisors first reported a position in DUHP in Q1 2024 and has held it in 8 quarters since. 510 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

Edge Financial Advisors held 265,613 shares of Dimensional US High Profitability ETF worth $10.1M as of Q4 2025.
Edge Financial Advisors bought 11,937 Dimensional US High Profitability ETF shares in Q4 2025, an estimated $452K.
Dimensional US High Profitability ETF made up 4.25% of Edge Financial Advisors's portfolio in Q4 2025, its #4 holding.
Edge Financial Advisors first reported a position in Dimensional US High Profitability ETF in Q1 2024 and has held it in 8 quarters since.
510 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.